CN103679291A - Patent value assessment method - Google Patents

Abstract

The invention discloses a patent value assessment method. The influences on the patent value from the strength value of a patentee company and the technical competitiveness value of a patent to be assessed are considered respectively, and then weighted summation is carried out; when the strength value of the patentee company is calculated, the factors of the company scale value, the application number of patents of the company, the average cited rate of the patents of the company, the average citing rate of the patents of the company, the average same-class patent number of the patents of the company and the like are included; the strength of the company owning the patent right of the patent citing the patent to be assessed and the strength of the company owning the patent right of the patient cited by the assessed patent are considered; when the technical competitiveness value of the patent to be assessed is calculated, the number of the cited patients by the patient to be assessed, the number of times of being cited by patents and the number of same-class patents of the patient to be assessed are considered. Comprehensive and accurate searching based on the DWPI database is carried out, the value of each patent in the DWPI database can be calculated, high effectiveness is obtained, and the patent value assessment method can be applied to assessment of patent value.

Description

A kind of patent valve estimating method

Technical field

The invention belongs to value forecasting disposal route, be specifically related to the assessment technology of patent value.

Background technology

Traditional patent value evaluation method mainly contains cost-or-market method, market method, income approach, discounted cash Flows and option method etc.Cost-or-market method be take current market price as basis, creates or buys the cost with the required input of similar patented technology, is applied to assessing the following prospective earnings of proprietary technology.Market method is with reference to the same or analogous patent of evaluation object, in the price of market success transaction, carries out directly relatively or the appraisal procedure of analogy analysis, for assessment of the patent value of listed company.Income approach is discounted the future profits of evaluation object by certain discount rate, accumulation draws the appraisal procedure of Base day present worth, for the assessment of patent hypothecated loan.Discounted cash Flows is concentrated the income that looks to the future, and future cash flow amount is amounted to into present worth, for assessment of new technology, is worth.Option method thinks, patent only puts goods on the market in the eligible investment time,, when prospective earnings value is greater than input cost, could realizes it and be worth, and regards patent as value that a kind of option is evaluated patent.

In addition there is research patent value evaluation being launched based on data mining, mathematic(al) structure model and factor weighted method etc.By excavating continue to pay dues data and country variant and regional patent combination are carried out to assay patent value of patent; The value of digging utilization patent citation rate and the innovation of quoted passage assessment patented technology; By variable set up, be the technology serviceability of technical scope, the International Protection scope and the invention of the knowledge used of company's creativity and innovation, invention, build the equation of structure and evaluate patent value; By calculating the weight of each evaluation index, then select Field Using Fuzzy Comprehensive Assessment to calculate patent value grade; Product, method or the service that has a patent of take is carrier, calculate the market share that this carrier increases because of acquire knowledge property right license, price etc., thereby quantize the competitive edge of this carrier, and by further analyzing the weight of technology in this carrier profit, reputation or operation intellecture property, calculate patent value.By the factor of profit of the residue term of validity of the use value of monopolistic market conditions of demand, patent assets, patent cost, patent, patent assets and income years, the social value of patent, patent law hold a stable position the factors such as degree mark respectively after again weighted sum draw total point value of evaluation.

In prior art, the subjective factor relating to is too many, the determining with very strong subjectivity of a lot of score values, and some is difficult to prediction and implements, and the objectivity of patent valve estimating and exploitativeness need further to be improved.

Summary of the invention

The object of the present invention is to provide a kind of patent valve estimating method, to improve objectivity and the exploitativeness of sharp value assessment.

In order to solve above technical matters, the Derwent database D WPI based on internal authority carries out related patent data, from company strength angle and technological competitiveness angle, patent value is weighted to assessment, and the concrete technical scheme of employing is as follows:

A patent valve estimating method, is characterized in that comprising the following steps:

Step 1, the strength score value X of calculating patentee company;

Step 2, calculates the technological competitiveness score value Y of patent to be assessed;

Step 3, calculates patent value V to be assessed, V=X α+Y β

The weight of the strength of αWei patentee company to patent value, the weight of the technological competitiveness that β is patent to be assessed to patent value, 0< α <1,0< β <1, and alpha+beta=1.

In described step 1, calculate company strength X and specifically comprise following process:

Process one, determines company size score value A, and company's number is lower than 50 o'clock, A=25; 50≤company number≤150 o'clock, A=50; 151≤company number≤400 o'clock, A=75; Company number >=401 o'clock, A=100;

Process two, determines the amount of the application for patent score value B of company, and amount of the application for patent is lower than 50 o'clock, B=25; 50≤amount of the application for patent≤150 o'clock, B=50; 151≤amount of the application for patent≤300 o'clock, B=75; Amount of the application for patent >=301 o'clock, B=100;

Process three, determines that on average executing of house journal draw rate score value C, on average executes and draws rate lower than 1 o'clock, C=25; 1≤on average execute and draw rate≤1.5 o'clock, C=50; 1.5< on average executes and draws rate≤2 o'clock, C=75; On average execute while drawing rate >2 C=100;

Process four, determines that the average quilt of house journal draws rate score value D, is on average drawn rate lower than 0.5 o'clock, D=25; 0.5≤on average drawn rate≤1 o'clock, D=50; 1< is on average drawn rate≤1.5 o'clock, D=75; On average execute while drawing rate >1.5 D=100;

Process five, determines the competitiveness in the international market score value E of company: average patent families number=1 o'clock of house journal, E=0; When the average patent families of 1< house journal is counted <1.25, E=25; Average patent families number≤2 o'clock of 1.25≤house journal, E=75; When the average patent families of house journal is counted >2, E=100;

Described process two, to process five, is all to carry out patent information retrieval based on Derwent Innovations Index DWPI;

Process six, calculates the strength score value X of the patentee company of patent to be assessed, X=α ₁a+ α ₂b+ α ₃c+ α ₄d+ α ₅e; α ₁, α ₂, α ₃, α ₄, α ₅the average quilt that draws rate, house journal of on average executing that is respectively amount of the application for patent, the house journal of company size, company draws the weighted value of the competitiveness in the international market of rate and company to company strength; 0< α _i<1, (i=1,2,3,4,5), α ₁+ α ₂+ α ₃+ α ₄+ α ₅=1.

The technological competitiveness score value Y that calculates patent to be assessed in described step 2 carries out information retrieval based on Derwent Innovations Index DWPI, specifically comprises following process:

Process one, determine that executing of patent to be assessed draw score value F: when executing of patent to be assessed drawn patent number and is 0, F=0; Patent number≤3 o'clock, F=25 are drawn in executing of 0< patent to be assessed; Patent number≤6 o'clock, F=50 are drawn in executing of 4≤patent to be assessed; Patent number≤12 o'clock, F=75 are drawn in executing of 7≤patent to be assessed; The executing of patent to be assessed drawn patent while counting >12, F=100;

Process two, that determines patent to be assessed is drawn score value G: when patent to be assessed by patent citation number of times, be 0 time, G=0; 0< patent to be assessed by patent citation number of times <3 time, G=25; 3≤patent to be assessed by patent citation number of times≤5 o'clock, G=50; 6≤patent to be assessed by patent citation number of times≤10 o'clock, G=75; Patent to be assessed by patent citation number of times >10 time, G=100; Process three, determines that the patent families of patent to be assessed is counted score value H, patent families number=1 o'clock of patent to be assessed, H=0; Patent families number≤5 o'clock of 1< patent to be assessed, H=25; Patent families number≤9 o'clock of 6≤patent to be assessed, H=75; When the patent families of patent to be assessed is counted >9, H=100;

Process four, calculates the technological competitiveness score value Y:Y=β of patent to be assessed ₁f+ β ₂g+ β ₃h; β ₁, β ₂, β ₃be respectively executing of patent to be assessed and draw the weighted value of the patent families data pair technique competitive power score value Y that is drawn patent number, patent to be assessed of patent number, patent to be assessed; 0< β _i<1, (β=1,2,3), β ₁+ β ₂+ β ₃=1.

In described V=X α+Y β, a company if is a company that strength is very strong, the value of the patent under it should be higher, so the impact of the strength situation of considering patentee company on patent valve estimating, X can be the strength of the patentee company of patent to be assessed; The executing of patent to be assessed drawn the size of the strength of being drawn the patentee under patent of patentee under patent and patent to be assessed, also can react from the side the value of patent to be assessed, so X also can be the strength x of the patentee company of patent to be assessed ₁, execute the strength x of the patentee company of drawing patent to be assessed ₂, by the strength x of the patentee company of the patent of patent citation to be assessed ₃weighting between three is asked each and is obtained,

$X=\underset{i=1}{\overset{3}{\mathrm{\&Sigma;}}}{\mathrm{\&xi;}}_i\&CenterDot;x_i$

x _i＝α ₁·A _i+α ₂·B _i+α ₃·C _i+α ₄·D _i+α ₅·E _i

ξ ₁, ξ ₂, ξ ₃be respectively the strength of the patentee company of patent to be assessed, the strength of executing the patentee company of drawing patent to be assessed, the weighted value by the strength of the patentee company of the patent of patent citation to be assessed to X;

0<ξ _i<1，ξ ₁+ξ ₂+ξ ₃=1。

Accompanying drawing explanation

Fig. 1 is method flow schematic diagram of the present invention;

Fig. 2 is that the strength score value X of patentee of the present invention company calculates schematic diagram.

Embodiment

Below in conjunction with the drawings and specific embodiments, technical scheme of the present invention is described in further details.

Embodiment 1: with certain patent P ₁for example is as patent to be assessed, according to method of the present invention, to patent P ₁value evaluate.To patent P ₁value assessment procedure as shown in Figure 1.

Based on Derwent Innovations Index DWPI, to the patentee of Patents, execute the average patent of drawing patentee, drawn patentee, patent families counting, quoting situation, patentee and drawn rate, patentee's average patent and execute the average patent families etc. that draws rate, patentee and retrieve and analyze.In the present embodiment, α ₁, α ₂, α ₃, α ₄, α ₅the average quilt that draws rate, house journal of on average executing that is respectively amount of the application for patent, the house journal of company size, company draws the weighted value of the competitiveness in the international market of rate and company to company strength; Weight coefficient α is set ₁=0.1, α ₂=0.15, α ₃=0.3, α ₄=0.25, α ₅=0.2.β ₁, β ₂, β ₃be respectively executing of patent to be assessed draw patent number, patent to be assessed by the weighted value of the patent families data pair technique competitive power score value Y of patent citation number of times, patent to be assessed; If weight coefficient β ₁=0.3, β ₂=0.3, β ₃=0.4.From DWPI patent database, retrieve to obtain patent P ₁affiliated patentee's Business Name.

The strength score value X of 1.1 Computer Corp.

Process one, determines company size score value A, and company's number is lower than 50 o'clock, A=25; 50≤company number≤150 o'clock, A=50; 151≤company number≤400 o'clock, A=75; Company number>=401 o'clock, A=100; The said firm's number is 125 people, i.e. A ₁=50;

Process two, carries out information retrieval based on Derwent Innovations Index DWPI, determines the amount of the application for patent score value B of company, and amount of the application for patent is lower than 50 o'clock, B=25; 50≤amount of the application for patent≤150 o'clock, B=50; 151≤amount of the application for patent≤300 o'clock, B=75; Amount of the application for patent>=301 o'clock, B=100; In DWPI database, retrieve to such an extent that the amount of the application for patent of the said firm is 285, i.e. B ₁=75;

Process three, carries out information retrieval based on Derwent Innovations Index DWPI, determines that on average executing of house journal draw rate score value C, on average executes and draws rate lower than 1 o'clock, C=25; 1≤on average execute and draw rate≤1.5 o'clock, C=50; 1.5< on average executes and draws rate≤2 o'clock, C=75; On average execute while drawing rate >2 C=100; It is 1.35 that on average the executing of the said firm's patent drawn rate, i.e. C ₁=50;

Process four, carries out information retrieval based on Derwent Innovations Index DWPI, determines that the average quilt of house journal draws rate score value D, is on average drawn rate lower than 0.5 o'clock, D=25; 0.5≤on average drawn rate≤1 o'clock, D=50; 1< is on average drawn rate≤1.5 o'clock, D=75; On average execute while drawing rate >1.5 D=100; It is 2.13 that the average quilt of the said firm's patent draws rate, i.e. D ₁=100;

Process five, carries out information retrieval based on Derwent Innovations Index DWPI, determines the competitiveness in the international market score value E of company: average patent families number=1 o'clock of house journal, E=0; When the average patent families of 1< house journal is counted <1.25, E=25; Average patent families number≤2 o'clock of 1.25≤house journal, E=75; When the average patent families of house journal is counted >2, E=100; The average patent families number of the said firm's patent is 1.23, i.e. E ₁=25;

Process six, the strength score value X of calculating the said firm ₁, as shown in Figure 2.X ₁＝α ₁·A ₁+α ₂·B ₁+α ₃·C ₁+α ₄·D ₁+α ₅·E ₁=0.1×50+0.15×75+0.3×50+0.25×100+0.2×25=

With X ₁as the strength score value X of company, i.e. X=61.25.

1.2 calculate the technological competitiveness score value Y of patent to be assessed

Calculate patent P ₁technological competitiveness score value Y specifically comprise following process:

Process one, determine that executing of patent to be assessed draw score value F: when executing of patent to be assessed drawn patent number and is 0, F=0; Patent number≤3 o'clock, F=25 are drawn in executing of 0< patent to be assessed; Patent number≤6 o'clock, F=50 are drawn in executing of 4≤patent to be assessed; Patent number≤12 o'clock, F=75 are drawn in executing of 7≤patent to be assessed; The executing of patent to be assessed drawn patent while counting >12, F=100; Retrieve to obtain patent P ₁execute that to draw patent number be 11, obtain F=75;

Process two, that determines patent to be assessed is drawn score value G: when patent to be assessed by patent citation number of times, be 0 time, G=0; 0< patent to be assessed by patent citation number of times <3 time, G=25; 3≤patent to be assessed by patent citation number of times≤5 o'clock, G=50; 6≤patent to be assessed by patent citation number of times≤10 o'clock, G=75; Patent to be assessed by patent citation number of times >10 time, G=100; Retrieve to obtain patent P ₁by patent citation number of times, be 11, obtain G=100;

Process three, determines that the patent families of patent to be assessed is counted score value H, patent families number=1 o'clock of patent to be assessed, H=0; Patent families number≤5 o'clock of 1< patent to be assessed, H=25; Patent families number≤9 o'clock of 6≤patent to be assessed, H=75; When the patent families of patent to be assessed is counted >9, H=100; Retrieve to obtain patent P ₁patent families number be 8, obtain H=75;

Process four, calculates the technological competitiveness score value Y:Y=β of patent to be assessed ₁f+ β ₂g+ β ₃h; β ₁, β ₂, β ₃be respectively executing of patent to be assessed and draw the weighted value of the patent families data pair technique competitive power score value Y that is drawn patent number, patent to be assessed of patent number, patent to be assessed; 0< β _i<1, (β=1,2,3), β ₁+ β ₂+ β ₃=1.If β ₁=0.35, β ₂=0.45, β ₃=0.20, obtain Y=0.35 * 75+0.45 * 100+0.2 * 75=86.25.

1.3 calculate patent value V to be assessed

V＝X·α+Y·β，

The weight of the strength of αWei patentee company to patent value, the weight of the technological competitiveness that β is patent to be assessed to patent value; α=0.35 is set, β=0.65 herein; So there is patent value V=X α+Y β=61.25 * 0.35+86.25 * 0.65=69.996875 to be assessed

Embodiment 2

The strength score value X of 2.1 Computer Corp.

With patent P to be assessed ₁the strength x of patentee company ₁, execute and draw patent P to be assessed ₁the strength x of patentee company ₂, by patent P to be assessed ₁the strength x of the patentee company of the patent of quoting ₃weighted sum between three is as the strength score value X of company.

Through DWPI database retrieval, find patent P to be assessed ₁by patent P ₂quote, simultaneously patent P to be assessed ₁quoted patent P ₀, in DWPI data, retrieve respectively to obtain patent P ₂with patent P ₀amount of the application for patent, execute draw patent number, by being drawn number of times, patent families number, in conjunction with patent P to be assessed ₁relevant data, result is as shown in table 1.

Table 1. patent P to be assessed ₁, execute and draw patent P ₂drawn patent P with quilt ₀number and the Patent of affiliated patentee company separately

According to the result of 1.1 parts in embodiment 1, patent P to be assessed ₁the strength x of the company of affiliated company ₁=61.25, according to 1.1 same process in embodiment 1, calculate to execute respectively and draw patent P ₂drawn patent P with quilt ₀the strength x of the company of affiliated company ₂and x ₃;

x ₂＝α ₁·A ₂+α ₂·B ₂+α ₃·C ₂+α ₄·D ₂+α ₅·E ₂=0.1×25+0.15×100+0.3×75+0.25×50+0.2×100=72.5

x ₃＝α ₁·A ₃+α ₂·B ₃+α ₃·C ₃+α ₄·D ₃+α ₅·E ₃=0.1×100+0.15×100+0.3×75+0.25×75+0.2×75=81.25

ξ ₁, ξ ₂, ξ ₃be respectively patent P to be assessed ₁patentee company strength, execute and draw patent P to be assessed ₁patentee company strength, by patent P to be assessed ₁the weighted value of the strength of the patentee company of the patent of quoting to X; ξ herein ₁=0.60, ξ ₂=0.25, ξ ₃=0.15.

$X=\underset{i=1}{\overset{3}{\mathrm{\&Sigma;}}}{\mathrm{\&xi;}}_i\&CenterDot;x_i=0.60\&times;61.25+0.25\&times;72.5+0.15\&times;81.25=67.0625$

2.2 calculate the technological competitiveness score value Y of patent to be assessed

With 1.2 parts in embodiment 1, Y=0.35 * 75+0.45 * 100+0.2 * 75=86.25.

2.3 calculate patent value V to be assessed

V＝X·α+Y·β=67.0625×0.35+86.25×0.65=79.534375。

Claims (4)

1. a patent valve estimating method, is characterized in that comprising the following steps:

Step 1, the strength score value X of calculating patentee company;

Step 2, calculates the technological competitiveness score value Y of patent to be assessed;

Step 3, calculates patent value V to be assessed, V=X α+Y β

The weight of the strength of αWei patentee company to patent value, the weight of the technological competitiveness that β is patent to be assessed to patent value, 0< α <1,0< β <1, and alpha+beta=1.

2. a kind of patent valve estimating method as claimed in claim 1, is characterized in that in described step 1, calculating company strength X specifically comprises following process:

Process one, determines company size score value A, and company's number is lower than 50 o'clock, A=25; 50≤company number≤150 o'clock, A=50; 151≤company number≤400 o'clock, A=75; Company number >=401 o'clock, A=100;

Process two, determines the amount of the application for patent score value B of company, and amount of the application for patent is lower than 50 o'clock, B=25; 50≤amount of the application for patent≤150 o'clock, B=50; 151≤amount of the application for patent≤300 o'clock, B=75; Amount of the application for patent >=301 o'clock, B=100;

Process three, determines that on average executing of house journal draw rate score value C, on average executes and draws rate lower than 1 o'clock, C=25; 1≤on average execute and draw rate≤1.5 o'clock, C=50; 1.5< on average executes and draws rate≤2 o'clock, C=75; On average execute while drawing rate >2 C=100;

Process four, determines that the average quilt of house journal draws rate score value D, is on average drawn rate lower than 0.5 o'clock, D=25; 0.5≤on average drawn rate≤1 o'clock, D=50; 1< is on average drawn rate≤1.5 o'clock, D=75; On average execute while drawing rate >1.5 D=100;

Process five, determines the competitiveness in the international market score value E of company: average patent families number=1 o'clock of house journal, E=0; When the average patent families of 1< house journal is counted <1.25, E=25; Average patent families number≤2 o'clock of 1.25≤house journal, E=75; When the average patent families of house journal is counted >2, E=100;

Described process two, to process five, is all to carry out patent information retrieval based on Derwent Innovations Index DWPI;

Process six, calculates the strength score value X of the patentee company of patent to be assessed, X=α ₁a+ α ₂b+ α ₃c+ α ₄d+ α ₅e; α ₁, α ₂, α ₃, α ₄, α ₅the average quilt that draws rate, house journal of on average executing that is respectively amount of the application for patent, the house journal of company size, company draws the weighted value of the competitiveness in the international market of rate and company to company strength; 0< α _i<1, (i=1,2,3,4,5), α ₁+ α ₂+ α ₃+ α ₄+ α ₅=1.

3. a kind of patent valve estimating method as claimed in claim 1, is characterized in that the technological competitiveness score value Y that calculates patent to be assessed in described step 2 carries out information retrieval based on Derwent Innovations Index DWPI, specifically comprises following process:

Process one, determine that executing of patent to be assessed draw score value F: when executing of patent to be assessed drawn patent number and is 0, F=0; Patent number≤3 o'clock, F=25 are drawn in executing of 0< patent to be assessed; Patent number≤6 o'clock, F=50 are drawn in executing of 4≤patent to be assessed; Patent number≤12 o'clock, F=75 are drawn in executing of 7≤patent to be assessed; The executing of patent to be assessed drawn patent while counting >12, F=100;

Process two, that determines patent to be assessed is drawn score value G: when patent to be assessed by patent citation number of times, be 0 time, G=0; 0< patent to be assessed by patent citation number of times <3 time, G=25; 3≤patent to be assessed by patent citation number of times≤5 o'clock, G=50; 6≤patent to be assessed by patent citation number of times≤10 o'clock, G=75; Patent to be assessed by patent citation number of times >10 time, G=100; Process three, determines that the patent families of patent to be assessed is counted score value H, patent families number=1 o'clock of patent to be assessed, H=0; Patent families number≤5 o'clock of 1< patent to be assessed, H=25; Patent families number≤9 o'clock of 6≤patent to be assessed, H=75; When the patent families of patent to be assessed is counted >9, H=100;

Process four, calculates the technological competitiveness score value Y:Y=β of patent to be assessed ₁f+ β ₂g+ β ₃h; β ₁, β ₂, β ₃be respectively executing of patent to be assessed and draw the weighted value of the patent families data pair technique competitive power score value Y that is drawn patent number, patent to be assessed of patent number, patent to be assessed; 0< β _i<1, (β=1,2,3), β ₁+ β ₂+ β ₃=1.

4. a kind of patent valve estimating method as claimed in claim 1 or 2, is characterized in that: in described V=X α+Y β, and the strength of the patentee company that X is patent to be assessed; X also can be the strength x of the patentee company of patent to be assessed ₁, execute the strength x of the patentee company of drawing patent to be assessed ₂, by the strength x of the patentee company of the patent of patent citation to be assessed ₃weighting between three is asked each and is obtained,

$X=\underset{i=1}{\overset{3}{\mathrm{\&Sigma;}}}{\mathrm{\&xi;}}_i\&CenterDot;x_i$

x _i＝α ₁·A _i+α ₂·B _i+α ₃·C _i+α ₄·D _i+α ₅·E _i

ξ ₁, ξ ₂, ξ ₃be respectively the strength of the patentee company of patent to be assessed, the strength of executing the patentee company of drawing patent to be assessed, the weighted value by the strength of the patentee company of the patent of patent citation to be assessed to X;

0<ξ _i<1，ξ ₁+ξ ₂+ξ ₃=1。

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